# How to Start or Create a New Project | Step-by-Step SOP
### **Purpose** This SOP outlines the step-by-step process for uploading a new client project. It ensures that every project is properly documented, organized, and tracked from the beginning, maintaining consistency and data security across all team members. --- ## **1. Requirements Checklist** Before starting the project upload process, make sure you have collected the following items from the client: - ✅ **Inspirational Website(s)** (reference links or design examples) - ✅ **Logo** (in PNG, SVG, or vector format) - ✅ **Content** (text, images, and any brand material) - ✅ **Login Details** (WordPress, hosting, domain, or cPanel) - ✅ **Total Pages and Their Names** (complete sitemap if available) - ✅ **Any Specific Notes** (special requests, colors, fonts, or functionality) Ensure all of these materials are complete before proceeding. --- ## **2. Project Uploading Steps** ### **Step 1: Create a New Project in ClickUp** - Open ClickUp and create a **new task/project**. - Use the following naming format: **Client Name (Country)** *(Example: John Smith (USA))* - Add the project under the appropriate workspace or list (e.g., “Active Projects”). --- ### **Step 2: Create a Folder in Google Drive** - Log in to the official **SMTP Drive account** (company-managed Google Drive). - Create a new folder using the same name as the ClickUp project. *(Example: John Smith (USA))* - Copy the folder link and paste it in the **ClickUp Description section** — as shown in the reference photo. - This folder will contain **all client files, media, and communication records.** --- ### **Step 3: Collect and Upload All Client Data** - Take **screenshots of all client chats**, including conversion and order chat. - **Download all images, videos, documents, and other files** shared by the client. - Upload everything to the client’s folder in the **SMTP Drive account**. - Double-check that all files are uploaded correctly and organized in labeled subfolders (e.g., “Logo,” “Content,” “References”). --- ### **Step 4: Create a Subdomain for the Project** - Create a **new subdomain** using the same name used in ClickUp. *(Example: johnsmith.youragencydomain.com)* - Upload the project files or WordPress installation to this subdomain. - Paste the subdomain link in the **ClickUp Description section** below the Drive folder link (as shown in the reference photo). --- ### **Step 5: Add Client Login Details** - Add the **client’s login credentials** (WordPress, hosting, or domain) to the **Client Login List** spreadsheet or document. - Ensure the credentials are stored securely and accurately. --- ### **Step 6: Add Inspirational Website Links** - At the bottom of the ClickUp description section, paste the **inspirational website links** shared by the client. - Follow the same structure shown in the reference photo to maintain consistency. --- ### **Step 7: Update Discord Activity Section** - Go to the **Discord Activity channel**. - Send all important links that are difficult to copy from screenshots (e.g., Drive folder, subdomain, or project file links). - If a meeting was held with the client, also send the **meeting link and notes** to the Discord Activity section for tracking. --- ### **Step 8: Update Project Information in ClickUp** - Update the **order date** in ClickUp if the order is still in progress. - Set the **priority tag** following the **Order Tag SOP.** - Update the **status** of the project according to the **Order Status SOP.** --- ## **Important Notes** - Always use the same **description format** inside ClickUp as shown in the reference image. - Ensure all uploaded materials are stored under the official **SMTP Drive account** only. - Maintain a professional and organized structure for every project — no personal accounts or local storage should be used. - Double-check all links (Drive, subdomain, etc.) before marking the project as uploaded.